Andar Capital Management HK
Latest statistics and disclosures from Andar Capital Management HK's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMD, MDB, ANET, DT, TEAM, and represent 56.23% of Andar Capital Management HK's stock portfolio.
- Added to shares of these 10 stocks: DT (+$6.5M), TEAM (+$5.9M), INTC, MRVL, NET, ADBE, NOW, TWLO, AMD, MDB.
- Started 8 new stock positions in MRVL, DDOG, DT, NET, TEAM, NOW, INTC, ADBE.
- Reduced shares in these 10 stocks: , , SMAR, OKTA, U, CHWY, MSFT, MNDY, , .
- Sold out of its positions in DAY, CHWY, CFLT, BASE, META, FTNT, MSFT, OKTA, ORCL, PAYC. SMAR, U, MNDY, ASML.
- Andar Capital Management HK was a net seller of stock by $-3.3M.
- Andar Capital Management HK has $69M in assets under management (AUM), dropping by -2.19%.
- Central Index Key (CIK): 0001805591
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Portfolio Holdings for Andar Capital Management HK
Andar Capital Management HK holds 13 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Advanced Micro Devices (AMD) | 15.6 | $11M | +20% | 60k | 180.49 |
|
| Mongodb Cl A (MDB) | 12.0 | $8.3M | +21% | 23k | 358.64 |
|
| Arista Networks (ANET) | 10.8 | $7.5M | +8% | 26k | 289.98 |
|
| Dynatrace Com New (DT) | 9.4 | $6.5M | NEW | 140k | 46.44 |
|
| Atlassian Corporation Cl A (TEAM) | 8.4 | $5.9M | NEW | 30k | 195.11 |
|
| Teradyne (TER) | 8.1 | $5.6M | -7% | 50k | 112.83 |
|
| Twilio Cl A (TWLO) | 6.6 | $4.6M | +134% | 75k | 61.15 |
|
| Intel Corporation (INTC) | 6.4 | $4.4M | NEW | 100k | 44.17 |
|
| Marvell Technology (MRVL) | 6.1 | $4.3M | NEW | 60k | 70.88 |
|
| Cloudflare Cl A Com (NET) | 5.6 | $3.9M | NEW | 40k | 96.83 |
|
| Adobe Systems Incorporated (ADBE) | 5.1 | $3.5M | NEW | 7.0k | 504.60 |
|
| Servicenow (NOW) | 4.4 | $3.0M | NEW | 4.0k | 762.40 |
|
| Datadog Cl A Com (DDOG) | 1.4 | $989k | NEW | 8.0k | 123.60 |
|
Past Filings by Andar Capital Management HK
SEC 13F filings are viewable for Andar Capital Management HK going back to 2020
- Andar Capital Management HK 2024 Q1 filed May 13, 2024
- Andar Capital Management HK 2023 Q4 filed Feb. 6, 2024
- Andar Capital Management HK 2023 Q3 filed Nov. 9, 2023
- Andar Capital Management HK 2023 Q2 filed Aug. 14, 2023
- Andar Capital Management HK 2023 Q1 filed May 5, 2023
- Andar Capital Management HK 2022 Q4 filed Jan. 27, 2023
- Andar Capital Management HK 2022 Q3 filed Nov. 14, 2022
- Andar Capital Management HK 2022 Q2 filed Aug. 12, 2022
- Andar Capital Management HK 2022 Q1 filed May 12, 2022
- Andar Capital Management HK 2021 Q4 filed Feb. 14, 2022
- Andar Capital Management HK 2021 Q3 filed Nov. 15, 2021
- Andar Capital Management HK 2021 Q2 filed Aug. 12, 2021
- Andar Capital Management HK 2021 Q1 filed May 13, 2021
- Andar Capital Management HK 2020 Q4 filed Feb. 9, 2021